u/pravchaw

8 theses · first seen Oct 20, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	5	5	2	40%	+3.1%	-0.9%
3d	8	8	2	25%	+0.5%	-1.6%
1w	8	8	3	38%	-0.4%	-2.8%
1m	8	8	3	38%	-0.5%	-1.7%
3m	3	3	2	67%	+23.5%	+12.5%
6m	2	2	1	50%	+46.4%	+46.4%
1y	2	2	1	50%	+26.6%	+26.6%

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NVOr/ValueInvestingDiscussionbullish

u/pravchaw · 34d ago7 prior · 67% at 3mo

Opportunity in Novo (NVO)?

Novo Nordisk outlined a strategic vision through 2030 with five major blockbuster drug launches, expanded treatments, and 10x oral weight-loss medicine capacity. Despite disappointing Wall Street by declining to give specific revenue guidance (only matching 14-peer pharma average), the author argues the stock is highly undervalued if the company maintains growth even modestly below its recent trajectory.

At post $39.80Now $39.05-1.9% since postedas of Oct 23, 4:45 PM ET

1d-1.0%

3d-3.0%

1w-2.7%

1m-1.9%

3m—

6m—

1y—

original post →

$CMGr/ValueInvestingDiscussionbullish

u/pravchaw · 36d ago7 prior · 67% at 3mo

Computer Modelling Group (TSX:CMG) - Still profitable and bouncing off 5-year lows

Computer Modelling Group trades near 5-year lows at depressed valuation multiples (16.4x forward P/E, 2.6x P/S) despite still-profitable operations and a high-switching-cost software moat. Insiders have been accumulating heavily, and with oil & gas capex cycles turning upward due to geopolitical supply concerns, the stock has historically doubled or quadrupled as exploration spending ramps.

At post $33.14Now $27.52-17.0% since postedas of Oct 23, 4:45 PM ET

1d—

3d-1.5%

1w-5.5%

1m-9.9%

3m—

6m—

1y—

original post →

$APTVr/ValueInvestingDiscussionbullish

u/pravchaw · 40d ago7 prior · 67% at 3mo

Aptiv PLC - Insiders pile in near 5-year lows

Aptiv has been oversold due to the Versigent spinoff and cyclical auto market weakness, but the core business remains profitable with expanding margins and strong insider buying by CEO and board members suggests undervaluation. The company operates a durable franchise with high switching costs in automotive electrical systems and is pursuing higher-margin opportunities in AI vision partnerships.

At post $43.75Now $42.69-2.4% since postedas of Oct 23, 4:45 PM ET

1d-0.9%

3d-0.4%

1w+2.0%

1m+3.3%

3m—

6m—

1y—

original post →

$UBERr/ValueInvestingDiscussionbullish

u/pravchaw · 42d ago7 prior · 67% at 3mo

UBER - Big CEO & COO Insider buys near 52-week low

Uber is trading at an attractive 15x free cash flow multiple despite generating over $10 billion in annual free cash flow with mid-teens growth, and the market is undervaluing its positioning as an autonomous vehicle aggregator platform. CEO and COO insider purchases near 52-week lows signal management confidence, and the company's distribution dominance via its app means it will benefit from autonomous fleets regardless of which provider wins.

At post $72.63Now $66.96-7.8% since postedas of Oct 23, 2:46 PM ET

1d—

3d-1.7%

1w-2.9%

1m-1.6%

3m—

6m—

1y—

original post →

$BSXr/ValueInvestingDiscussionbullish

u/pravchaw · 43d ago7 prior · 67% at 3mo

Boston Scientific (BSX) - Heavy insider buying near 52 week lows

Boston Scientific has sold off 58% from 52-week highs to $42.98, compressing valuation multiples despite intact fundamentals (double-digit top-line growth, 21% operating margin). Aggressive cluster insider buying by CEO and four board members in the $45–$49.50 range, combined with a new $5B share repurchase authorization, signals conviction that recent operational disruptions are temporary and the stock is substantially undervalued.

At post $45.05Now $45.69+1.4% since postedas of Oct 23, 4:45 PM ET

1d—

3d-2.6%

1w-3.8%

1m-2.7%

3m—

6m—

1y—

original post →

$WHRr/ValueInvestingDiscussionbullish

u/pravchaw · 171d ago7 prior · 67% at 3mo

Whirlpool (WHR) crashes to recession level lows

Whirlpool is trading at panic lows last seen in the 2008-09 financial crisis. The company is cyclical but resilient, with a history of recovering multi-fold over 3-5 years when purchased at such pessimistic valuations. A contrarian entry point now offers attractive risk-reward for patient investors.

At post $48.21Now $28.05-41.8% since postedas of Oct 23, 1:45 PM ET

1d-6.7%

3d-6.7%

1w-11.8%

1m-18.1%

3m-6.3%

6m—

1y—

original post →

$NVOr/ValueInvestingDiscussionbullish

u/pravchaw · 564d ago7 prior · 67% at 3mo

“I plan to buy NVO”

Celebrate the Bear Market. A once a decade opportunity.

Author plans to buy NVO on a bear market dip (-20% market decline). Views the pullback as a buying opportunity for a quality stock previously missed.

At post $58.02Now $39.05-32.7% since postedas of Oct 23, 4:45 PM ET

1d+5.7%

3d+5.1%

1w+4.7%

1m+5.3%

3m+12.5%

6m-2.1%

1y-36.0%

original post →

$NVDAr/ValueInvestingDiscussionbullish

u/pravchaw · 564d ago7 prior · 67% at 3mo

“I plan to buy NVDA”

Celebrate the Bear Market. A once a decade opportunity.

Author plans to buy NVDA on a bear market dip (-20% market decline). Views the pullback as a buying opportunity for a quality stock previously missed.

At post $96.06Now $210.96+119.6% since postedas of Oct 23, 4:45 PM ET

1d+18.7%

3d+15.2%

1w+16.5%

1m+21.9%

3m+64.3%

6m+94.9%

1y+89.1%

original post →

End of results.